T. Rowe Price essay maps the case for global high yield
The four reasons stay paywalled. The definitions are where the case is built.
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Bermuda's share of ceded US life liabilities climbs to 40.7%
Alirt counts $1.1 trillion of US life and annuity reserves with Bermudian reinsurers, and says sidecars are taking a growing share.
Brookfield Wealth Solutions crosses $200 billion as Just Group closes
The Just Group deal took the balance sheet past $200 billion and delivered a full quarter of earnings. Operating income climbed while mark-to-market losses left the first half in the red.
Delaware brings in outside experts for Brighthouse Life review
The regulator's outside review points to questions about financing and reserves, not just paperwork.
Tornado Alley's eastward drift upends cat bond loss assumptions
Tornadoes are touching down in more populated country, and severity is climbing even as national claim counts fall.
Three Fed dissenters make the September meeting the one to watch
The July vote said more than the statement. NEAM's August Trade Winds explains why September matters.
Europe's uninsured climate bill lands on sovereign books
Three-quarters of EU catastrophe losses are uninsured. That bill increasingly lands on governments—and may turn them into buyers of catastrophe bonds and parametric cover.
Fidelity's Q3 active equity report stays institutional-only
The quarterly scorecard gives allocators a benchmark on active equity positioning, with no figures in the public summary.
Private credit guide draws a line for insurance general accounts
Voya's investment-grade private credit guide focuses its sharpest analysis on risk, arriving just as insurance money floods the broader asset class.
Health insurers' investment income fell even as yields hit decade highs
Cash and Schedule BA income shortfalls erased the benefit of decade-high bond and dividend yields, according to NEAM's analysis in Insurance AUM Journal.
Specialty finance takes a fifth of private credit fundraising
Insurance AUM Journal argues that specialized managers will be rewarded in the next layer of private credit, while direct lending remains a core general-account allocation.
PRA's Funded-Reinsurance Plan Contains, Does Not Align
CP8/26 narrows the capital gap between funded reinsurance and direct investment but leaves one to five points of it in place.
Locked-in owners and aging homes keep residential credit in demand
Napier Park's Agarwal argues the slow resale market is a durable opening for specialized residential real estate lenders.
Fidelity's monthly fixed income note targets general accounts
The institutional-only monthly note pairs Fidelity's fixed income views with conflict disclosures for insurers steering portfolio decisions.
AM Best warns record reinsurance capital invites the next soft market
A new report asks whether reinsurers can keep underwriting discipline while record capital sits inside existing firms and casualty decisions made today won't be judged for a decade.
Real-assets resilience finds a natural buyer in the general account
Insurance AUM Journal's new essay argues for a post-efficiency era, giving general accounts a rationale for infrastructure and real assets, with a caveat about where pricing power sits.
Chipego to walk insurers through NAIC 2026 investment accounting changes
IASA's September 15 session pairs statutory accounting updates with risk-based capital implications for the next filing season.
Reinsurers absorb steepest midyear property-cat rate cut in decades
AM Best says property-cat pricing fell 16% at midyear renewals, the steepest such drop in decades, yet returns still beat a rising cost of capital.
Reinsurer returns hold up as property-cat pricing slides
AM Best says tighter terms and higher attachment points have kept returns above the cost of capital for a third consecutive year, even as rate-on-line falls at its steepest midyear pace in decades.
Midwest derecho pushes 2026 storm losses past $35 billion
Gallagher Re and Aon estimate billions in losses from the August outbreak; in Illinois, a concentrated homeowners market decides where the claims land.
Emerging-market bonds are a country-selection game for insurers
Dilawer Farazi, co-head of the emerging-market debt team, says reforms and local-currency funding have changed the risk of EM credit.
Warsh's hawkish June meeting leaves agency MBS carry thin
Warsh's hawkish debut and a bear-flattening curve produced a 2-basis-point OAS widening that tells insurers the carry is thin.
Conflagration modeling can add 40 points to wildfire risk scores
Cotality's 2026 report puts U.S. wildfire exposure at $1.4 trillion and finds the biggest blind spot in neighborhoods legacy maps call low risk.
Borrowers keep pricing power while sponsors wait out the valuation gap
Insurance AUM Journal's mid-year credit survey finds borrowers with pricing power, sponsors waiting for valuations to move, and AI sharpening underwriting.
Talanx's Iran reserve tops storm toll in record half
A €200 million provision for the Iran conflict outweighs named storms in Talanx's record first half, and the insurer still raised its full-year target.
Fidelis Partnership cuts debt spread 225 bps in $2.04B Term Loan B
The MGA replaces its private-credit unitranche with a cheaper public loan, saving roughly $46 million a year to fund Lloyd's and Pine Walk growth.
Aon's Sidecar X puts $200 million behind transactional risk
A pre-committed facility with a 10 percent discount moves the sidecar label from collateralized reinsurance into M&A cover.
Mangrove builds cover for the third storm. Belize buys speed.
A $111 million debut cat bond and a Bermuda sidecar give a Florida carrier cover for third and fourth hurricane events. The IDB and Swiss Re give Belize a $20 million swap that pays when a storm crosses a trigger.